Investment Services for
High-Net-Worth Individuals

At Orange Eight, our investment approach is fundamentally driven, focusing on the long-term and tailored to the specific needs and goals of our clients. By understanding market dynamics and economic fundamentals, we craft investment strategies that seek to minimise risks while maximising opportunities for growth.

Orange Eight Investment Philosophy

Client Centric

Designing and managing portfolios that reflect each client's values, risk profile, and objectives.

Long-Term Investing

Being cautious in managing client portfolio’s waiting for opportunities that can deliver long term growth or indeed secure attractive long term income streams. We aim to build an asset allocation that delivers both these attributes within the clients desired risk profile.

Protection

Depending on the environment, we adapt our decision making rules to manage downside risks. These rules include investing with a margin of safety, realising gains after a prescribed appreciation and then reopening discussions to reinvest, and indeed focussing on portfolio construction.

Our Investment Process

Our fundamental driven approach focuses on economic fundamentals and market dynamics. We look at the business cycle of the markets we invest in as well as the drivers of asset prices in those markets.

1.Market Analysis

We analyse the business cycle and drivers of asset prices to make informed investment decisions.

2.Portfolio Construction

We build portfolios for our clients on the foundations of this fundamental driven approach. Our focus is to fit the various different investments together like a block of Lego in a well crafted portfolio that aligns with the clients strategic asset allocation.

As markets move, we evolve this portfolio structure to include new exposures based on our outlook and indeed reduce or eliminate others which we feel have made enough of a contribution or actually have not made the contribution envisaged.

3.Ongoing Portfolio Review and Adjustment

Regular assessment and adjustment to maintain an alignment with market conditions and the client's financial goals.

Generating income

After over a decade of low interest rate policies globally, interest rate increases are creating new opportunities for clients to secure attractive income streams.

Tax efficiency

Our global custodial relationships allow us separate capital gains and income generation when managing and reporting on investment portfolios to clients. We are therefore able to make decisions which are more advantageous to our clients.

Why Invest through Orange Eight

At Orange Eight, our professional team brings unmatched expertise to your investment journey. With continuous training and active participation in a bi-monthly investment committee, our experts stay at the forefront of market trends. Led by a founder with over 18 years of experience in the financial markets, we are uniquely positioned to enhance your investments, leveraging local insight for global opportunities. Trust Orange Eight to navigate your financial future with precision and insight.

The Orange Eight Difference

Our work is deeply aligned with our client-centric values and trust. At Orange Eight, we build relationships based on trust and commitment, ensuring that our services are always aligned with our clients’ interests. Our significant investment in technology enhances our responsiveness and efficiency, allowing us to excel in service delivery, whether we are in the office or working remotely.

 

Investment Manager & Executive Director,
Shane Tannoo

The Orange Eight Difference

At O8, teamwork and collaboration are at the core of our investment process. Through team discussions, strategy sessions, and knowledge exchange, we operate like a closely-knit family. This collective effort not only strengthens our bond but ensures excellence in everything we do, making Orange Eight a remarkable place to be and invest in.

 

Member of the Investment Committee,
Riccardo Jean Francois

Other Orange Eight Services

With a foundation built on forward-thinking and market insights, our expertise is robust. We're here to assist you in strategizing, safeguarding, and sustaining your wealth.

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